How To Give a Staff Member Access To Playbook?

This article will show you how to add a staff member to Playbook

  1. Log in to the Playbook Back End at (mywebsite.playbookapi.com/control_panel). 
  2. From the top navigation bar, select Staff, then click on Staff Members
  3. You will see the current list of staff members. To add a new staff member, click the Add New Staff Member button in the top right corner
  4. A pop-up window will appear, allowing you to either:
    1. Create a New Staff Member: Enter the staff member's email, first and last name, and assign their role. You can toggle the Rentable option on or off to allow users to book time with them (e.g., for private sessions). Adding a phone number is optional.
    2. Convert an Existing User to a Staff Member: Click the orange Find button under the Select Existing User Profile section. Search for the user by name or email, select their profile, assign the staff role, and toggle Active on. You can also toggle Rentable if you'd like them available for bookings.
    5. Once you've reviewed and confirmed all the details, click Create to finalize the new staff member or the conversion of an existing user